Institutional Ownership Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST). We have compiled data on the 480 institutions that hold shares in the stock, with a total of 56.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
123,191
shares
|
$5.04 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
121,740
shares
|
$4.98 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Apr 08, 2025 Q1 2025 |
117,307
shares
|
$4.8 Million
0.01% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Feb 28, 2025 Q4 2024 |
112,065
shares
|
$4.59 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
105,614
shares
|
$4.32 Million
0.03% of portfolio
|
Q4 2024
Reduced 20.26%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
94,941
shares
|
$3.88 Million
0.0% of portfolio
|
Q2 2023
Reduced 51.52%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
93,126
shares
|
$3.81 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
90,910
shares
|
$3.72 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.1%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Feb 13, 2025 Q4 2024 |
89,018
shares
|
$3.64 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
87,590
shares
|
$3.58 Million
0.0% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
86,359
shares
|
$3.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.78%
|
|
|
Eam Investors, LLC
Solana Beach, CA |
Feb 13, 2025 Q4 2024 |
85,556
shares
|
$3.5 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
83,719
shares
|
$3.43 Million
0.0% of portfolio
|
Q4 2024
Added 38.62%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
78,023
shares
|
$3.19 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
77,620
shares
|
$3.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
76,502
shares
|
$3.13 Million
0.01% of portfolio
|
Q1 2025
Reduced 97.83%
|
|
|
Robeco Institutional Asset Management B.V.
|
Jan 22, 2025 Q4 2024 |
75,000
shares
|
$3.07 Million
0.01% of portfolio
|
Q2 2024
Added 30.76%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
71,570
shares
|
$2.93 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Mar 18, 2025 Q4 2024 |
71,330
shares
|
$2.92 Million
0.01% of portfolio
|
Q2 2024
Added 0.88%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
70,160
shares
|
$2.87 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Feb 14, 2025 Q4 2024 |
69,057
shares
|
$2.83 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Feb 12, 2025 Q4 2024 |
65,992
shares
|
$2.7 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
64,277
shares
|
$2.63 Million
0.0% of portfolio
|
Q4 2024
Added 305.53%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
62,600
shares
|
$2.56 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
60,768
shares
|
$2.49 Million
0.0% of portfolio
|
Q4 2024
Added 26.58%
|